Stock Taper

OPTIVISE ADVISORY SERVICES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amazon.com, Inc.AMZN5.41K$1.29M
Wells Fargo & CompanyWFC5.32K$439.3K
Fifth Third BancorpFITB5.17K$291.34K
U.S. BancorpUSB4.84K$292.41K
Entergy CorporationETR4.8K$551.27K
Altria Group, Inc.MO4.39K$315.97K
ConocoPhillipsCOP4.11K$427.5K
Broadcom Inc.AVGO4.01K$1.51M
CVS Health Corp.CVS3.99K$413.04K
Oklo Inc.OKLO3.99K$208.64K
MetLife, Inc.MET3.95K$334.57K
Merck & Co., Inc.MRK3.95K$507.01K
Johnson & JohnsonJNJ3.69K$937.07K
Prudential Financial, Inc.PRU3.6K$388.66K
The Procter & Gamble CompanyPG3.37K$493.88K
Tesla, Inc.TSLA3.32K$1.4M
Netflix, Inc.NFLX3.26K$232.98K
Citigroup Inc.C3.2K$447.45K
Philip Morris International Inc.PM3.19K$576.32K
Delta Air Lines, Inc.DAL3.19K$298.33K